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High Net Worth Advisory Group’s Walmart Inc WMT Stock Holding History

High Net Worth Advisory Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Buy
26,063
+1,605
+7% +$199K 0.63% 40
2026
Q1 		$3.04M Sell
24,458
-88
-0.4% -$10.8K 0.71% 36
2025
Q4 		$2.73M Sell
24,546
-167
-0.7% -$17.9K 0.63% 43
2025
Q3 		$2.55M Sell
24,713
-441
-2% -$43.9K 0.61% 44
2025
Q2 		$2.46M Buy
25,154
+2,861
+13% +$273K 0.65% 42
2025
Q1 		$1.96M Buy
22,293
+476
+2% +$44.7K 0.55% 46
2024
Q4 		$1.97M Sell
21,817
-2,179
-9% -$189K 0.55% 46
2024
Q3 		$1.94M Buy
23,996
+70
+0.3% +$5.14K 0.53% 46
2024
Q2 		$1.62M Buy
23,926
+1,469
+7% +$92.5K 0.49% 53
2024
Q1 		$1.35M Buy
22,457
+1,052
+5% +$60.2K 0.43% 56
2023
Q4 		$1.12M Buy
21,405
+1,719
+9% +$91K 0.42% 58
2023
Q3 		$1.05M Buy
19,686
+705
+4% +$37.5K 0.42% 62
2023
Q2 		$995K Sell
18,981
-243
-1% -$12.3K 0.39% 64
2023
Q1 		$945K Buy
19,224
+750
+4% +$35.6K 0.39% 65
2022
Q4 		$873K Sell
18,474
-2,430
-12% -$115K 0.34% 71
2022
Q3 		$904K Buy
20,904
+1,425
+7% +$62.4K 0.39% 63
2022
Q2 		$789K Sell
19,479
-1,797
-8% -$82.9K 0.33% 73
2022
Q1 		$1.06M Hold
21,276
– – 0.38% 63
2021
Q4 		$1.03M Buy
+21,276
New +$1.02M 0.36% 63

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

High Net Worth Advisory Group's WMT Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Walmart Inc (WMT) stake by 6.6% in Q2 2026, buying an estimated $199K and bringing the position to 26,063 shares worth $2.95M. The position accounts for 0.63% of the portfolio, ranked #40.

High Net Worth Advisory Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • High Net Worth Advisory Group held 26,063 shares of Walmart Inc worth $2.95M as of Q2 2026.
  • High Net Worth Advisory Group bought 1,605 Walmart Inc shares in Q2 2026, an estimated $199K.
  • Walmart Inc made up 0.63% of High Net Worth Advisory Group's portfolio in Q2 2026, its #40 holding.
  • High Net Worth Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Walmart Inc position peaked at $3.04M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.